When creating a professional in the system you can select what access they have within the professional portal.
The Professional levels shown below list the areas that each professional type have access too.
EXECUTIVE MANAGER
Home
New booking
Current Booking
Request & Restriction
Staff Authorisation
Contact Details
History
Appraisals
Financial Overview
Authorise Timesheet (Please note: This tab will only show if the option to Authorise TImesheets is given within the online permissions)
FINANCE
Home
New booking
Current Booking
Staff Authorisation
Contact Details
History
Financial Overview
Authorise Timesheet
MANAGEMENT
Home
New booking
Current Booking
Request & Restriction
Staff Authorisation
Contact Details
History
Appraisals
Authorise Timesheet (Please note: This tab will only show if the option to Authorise TImesheets is given within the online permissions)
STAFF
Home
New booking
Current Booking
Request & Restriction
Contact Details
History
Appraisals
Authorise Timesheet (Please note: This tab will only show if the option to Authorise TImesheets is given within the online permissions)
BANK
Financial Overview
Can be given to 3rd party users to allow access to invoices and dockets. Note this will show invoices and dockets for all Service locations, irrespective of what has been linked to their profile.